IVZ monthly performance report
Check IVZ's monthly returns, drawdown, and seasonality trends — updated every month.
IVZ monthly report
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Key takeaways
- Invesco (IVZ) closed September 2026 at $30.53, down 6.86% for the month and +34.79% over the trailing 12 months.
- Year-to-date, IVZ is +16.22%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +11.15% versus its 200-day moving average ($27.47), a bullish technical signal.
- Over the past three years, IVZ has outperformed the S&P 500 by +28.76%, with a relative strength index reading of 116.8.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Invesco ended September 2026 at $30.53, posting a monthly return of −6.86%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −6.17%.
The current quarter stands at +15.69% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.15% versus the 200-day moving average ($27.47).
Year-to-date, IVZ is +16.22% against SPY +11.70%, a gap of +4.52%. The stock is currently −9.27% below its 52-week high, with maximum 3-year drawdown at −37.23%.
| Period | IVZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.03% | −0.12% | +1.15% |
| 1 Week | −5.42% | −0.34% | −5.08% |
| 1 Month | −6.86% | −0.70% | −6.17% |
| 3 Months | +4.55% | +2.80% | +1.76% |
| 6 Months | +32.74% | +13.85% | +18.89% |
| YTD | +16.22% | +11.70% | +4.52% |
| 12 Months | +34.79% | +15.01% | +19.78% |
| 3 Years | +100.46% | +71.69% | +28.76% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | +33.23% |
| #2 | Dec 2023 | +25.02% |
| #3 | Jul 2024 | +15.37% |
| #4 | Jul 2026 | +12.16% |
| #5 | May 2024 | +10.87% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −14.59% |
| #2 | Mar 2025 | −12.77% |
| #3 | Jan 2024 | −11.27% |
| #4 | Oct 2023 | −10.67% |
| #5 | Feb 2025 | −9.57% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.96% |
| Q3 2025 | +45.47% |
| Q4 2025 | +14.52% |
| Q1 2026 | −7.54% |
| Q2 2026 | +8.65% |
| Q3 2026 (QTD) | +15.69% |
| Year | Return |
|---|---|
| 2023 | −0.83% |
| 2024 | −2.02% |
| 2025 | +50.29% |
| 2026 | +16.22% |
| Metric | Value |
|---|---|
| 52-Week High | $33.65 (2026-08-27) |
| 52-Week Low | $20.67 (2025-10-24) |
| Current Price | $30.53 |
| 200-Day Moving Average | $27.47 |
| Price vs 200DMA | +11.15% |
| 3-Year Maximum Drawdown | −37.23% (2025-04-08) |
| Current Drawdown from 52W High | −9.27% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 116.8 |
| 3-Year Excess Return vs S&P 500 | +28.76% |
| RS Peak | 125.8 (Aug 2026) |
| RS Trough | 69.7 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was IVZ's return for this report period?
IVZ returned −6.86% in the latest monthly window ending 2026-09-18.
Has IVZ outperformed SPY year to date?
YTD IVZ: +16.22% vs SPY: +11.70%.
What is IVZ's 12-month return?
+34.79% over the trailing 12 months.
Is IVZ above or below its 200-day moving average?
Price is +11.15% versus 200DMA ($27.47).
What is the maximum drawdown in the 3-year window?
−37.23% on 2025-04-08.